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Nowhere to Hide: Q2 2022 Market Commentary

Bond investors may be in for an unwelcome surprise when they open their first quarter portfolio statements. Bonds were not the haven they’ve been in the…

Meet the Curi Capital Team: Spotlight on Tina Jacobs, Associate Advisor

At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion to help…

Financially Preparing for New Parenthood 

How to approach reviewing your finances and budget when preparing for first-time parenthood.

Meet the Curi Capital Team: Spotlight on Jessica Vester, Wealth Advisor

At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion to help…

Russia Invades Ukraine: Feb. 2022 Market Flash

The waiting is over. After weeks of wondering whether Russia will invade Ukraine, we have our answer. Russia invaded Ukraine overnight in what’s been called, “the…

‘Tis the Season: 2022 Market Outlook

The time has come for investment professionals to offer their forecasts for the year ahead. The following three predictions have been somewhat repetitive for the last…

Meet the Curi Capital Team: Spotlight on Barrett Knowles, Wealth Investment Operations Specialist

At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion to help…

‘Tis the Season for Giving: Five Ways to Make the Most of Your Annual Financial Donations

By understanding the different ways to provide philanthropic financial contributions, donors can make the most of the gift for their own bottom line.

Meet the Curi Capital Team: Spotlight on Margaret Hart, Associate Advisor

At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion to help…

Noise and Signal: Q4 2021 Market Commentary

With the rapid rise of the 24-hour news cycle and the increasing influence of social media platforms, one challenge we face today is too much information…

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